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This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud 12.147 various Various updates have been made to the tenancy renewal negotiation screen:

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Tip

For more information on logging a tenancy renewal negotiation, click here:
Tenancy renewal negotiation logging

Tenancy type & role displayed

  • The Tenancy Details panel (bottom right) displays the tenancy Type and Role

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All

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tenant names displayed along with reference/guarantor information

  • All tenant names are displayed (previously just the main tenant name was shown) - hovering over the link displays all names

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  • An indication of whether each tenant has a reference [R] and/or guarantor [G] is displayed

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Access to tenant & occupier details

When viewing the renewal negotiation screen from the tenancy, where there is more than one tenant/occupier:

  • Clicking the tenant name(s) displays a list of all tenants and occupiers

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  • An orange icon beside a name indicates a tenant, a grey icon indicates an occupier

  • Double click a name in the list to view the tenant or occupier details screen

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Tip

When the tenancy has only one tenant, clicking the tenant name displays the tenant screen

Viewing renewal negotiation screen from Organiser - shortcut options

When viewing the renewal negotiation from the Organiser (Property Management panel):

  • Clicking the tenant name(s) link provides a shortcut to the view the tenancy screen or the tenant/occupier details - as seen above

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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From AgencyCloud 12.147 various updates have been made Details of updates made in this version to the tenancy renewal negotiation screen, including being able to see gaining visibility of the tenancy type & role , and reference/guarantor information in the negotiations screen, along with gaining quick access to shortcut options to tenant/occupier details

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